The Fund returned +5.45% net of fees for the month of January 2020. The portfolio’s largest positive contributions for the month came from long positions in ResMed Inc, CSL Ltd and Altium Ltd while largest detractors were long positions in Treasury Wine Estates Ltd and Nearmap Ltd and a short position in Link Administration Holdings Ltd.
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Australian Eagle Trust Long Short Fund returns -1.76% for December 2019, +29.80% for CY2019, +19.45% p.a. since inception (Jul16)
Portfolio Overview – Dec 2019 The Fund returned -1.78% net of fees for the month of December 2019. The portfolio’s largest positive contributions for the month came from long positions in Fortescue Metals Group and Pushpay Holdings and a short position in Whitehaven Coal while largest detractors were long positions in Treasury Wine Estates, Japara […]
Australian Eagle Trust Long Short Fund returns +3.80% for November 2019
The Fund returned +3.80% net of fees for the month of November 2019. The portfolio’s largest positive contributions for the month came from long positions in Xero, Cochlear and CSL while largest detractors were short positions in Virgin Money UK plc, Caltex Australia and a long position in National Australia Bank.
Market Timing – What Could Go Wrong?
How many of the best stock market up-days would you have had to miss in the last 10 financial years to completely eradicate all of your return?
Australian Eagle Trust Long-Short Fund wins Best Equity Long-Short Fund Award
The Australian Eagle Trust Long-Short Fund won the Best Long-Short Equity Fund award 2019 as judged by The Australian Alternative Investment Awards.
Aus Eagle Asset Management receives superior rating from SQM
Research house SQM has given a ‘superior’ rating of 4.25 stars to the Australian Eagle Trust Long-Short fund .
AFR article – CIO Sean Sequeira interview – Australian Eagle FY19 Long and Short position winners
Australian Eagle Asset Management's Sean Sequeira recorded a 16.27 per cent return for his long-short fund, after fees, and 19.23 per cent before fees. Fortescue was a winner: the stock has more than doubled this year. "The improvement of their cashflows was still not recognised by the market," he recalled.
Aus Eagle Trust marks 3 years of managing money for clients: +16.27% FY19, +21.91% p.a. since inception
Australian Eagle Trust Long-Short Fund celebrates 3 years of consistently strong performance.
May 2019 – Aus Eagle Trust L-S Fund return +2.15%
The Fund returned +2.15% net of fees for the month of May 2019. Approaching 3 years of operation, the Fund has returned +19.95% p.a. since inception (Jul 16), outperforming the ASX 100 index by +7.95% p.a.
InvestorDaily – Alleron Rebrands For New Retail Direction
Alleron Investment Management has relaunched as Australian Eagle Asset Management, looking to gain a stake in retail and differentiating from its past as an exclusive wholesale and institutional operation.
AFR Monday Fundie Interview – Australian Eagle CIO Sean Sequeira
Australian Eagle Asset Management, which used to be Alleron, went long Treasury Wine Estates shares at $4. The way Australian Eagle CIO Sean Sequeira saw it, the downside was limited: it had only $300 million of debt and a small but dazzling source of growth.
Australia Ratings Review Retains VERY STRONG rating of Australian Eagle Trust Long Short Fund
Australia Ratings conducted its annual review of the Australian Eagle Trust Long Short Fund and has retained its VERY STRONG rating.
Alleron Growth – Top 10 Performing Australian Equities Fund Manager for Mercer Survey FY2018
What you didn't own mattered just as much as what you did own, if you wanted to outperform the market in 2017-18, top fund managers say.
Alleron’s Australian Eagle Trust Long Short Fund awarded “Very Strong” rating by Australia Ratings
A VERY STRONG rating indicates a very strong conviction that the Fund can deliver a risk adjusted return in line with the Fund’s investment objective. This is based on an investment rating scale used by Australia Ratings to indicate how well we believe a fund will perform against a range of risks.
Alleron Growth: Top 5 Performing Fund in Mercer Survey 2017
It was a rare good year for stock pickers, with the median actively managed fund over the 12 months beating the benchmark S&P/ASX 300 accumulation index (which includes the impact of dividends) by 13.8 per cent to 11.9 per cent.
The Argument For 150/50 Investment Strategies is Compelling: Alleron
03 November 2017
A 150/50 structure can be an efficient solution for extracting the best risk/return from an approach that tends to be long high-quality stocks and short low-quality stocks.
Alleron nominated for Best Emerging Manager 2017
Investment industry charity announces its 2017 award nominees
6 September 2017
One of the Australian financial sector’s most enduring charitable efforts, Hedge Funds Rock (HFR) & The Australian Alternative Investment Awards has today announced the nominees for its 2017 awards event.
Alleron comment in Australian Financial Review (AFR) article
"FMG can provide growth and strong returns: CEO Nev Power"
Australian Financial Review (AFR) article by Tess Ingram
21 August 2017
Fortescue Metals Group's strengthened balance sheet can sustain higher dividends and still support the iron ore miner's growth ambitions, chief executive Nev Power says.
Australian Eagle Trust Long-Short Fund commences operations
Australian Eagle Trust Long-Short Fund commences managing funds.
Alleron Repurchases Stock To Become 100% Owned By Employees
Nov 2015 - Alleron Investment Management repurchased Ascalon Capital Managers's 38% share of Alleron common stock.